Built for family office investor by family office investors.
ABOUT US
OUR FIRM
OUR FIRM
OUR FOCUS
OUR FOCUS
OUR APPROACH
OUR APPROACH
HOW WE ARE DIFFERENT
DEEP INVESTMENT EXPERIENCE
After nearly two decades of public and private investing experience, the CGF Holdings team has a proven approach to investing. Having developed deep insights into hundreds of companies across a diverse range of industry verticals, we bring a differentiated perspective to management teams and their businesses.
CUSTOM DEAL STRUCTURES
Unlike traditional private equity firms, CGF Holdings separately capitalizes each investment it makes. This provides flexibility for both entrepreneurs and investors. It also allows the firm to pursue various transaction types while accommodating a flexible ownership horizon.
ACCESS TO CAPITAL
Assets are capitalized with a combination of internal and external capital depending on needs of each specific transaction. With extensive capital networks, CGF Holdings seeks to create highly strategic structures that optimize both returns and business performance for the long term.
GIVING
In partnership with the Clymer Giving Fund, CGF Holdings takes a significant portion of all fees earned and donates those profits to charities specifically chosen by each individual investor. While this reduces fees earned by the CGF Holdings management team, the structure in no way diminishes returns for our investors.
Provided for illustrative purposes only. Aspects of CGF Holdings’ operational processes may differ from what is stated above. Nothing here is a guarantee or assurance of successful or profitable outcomes.
NOT A TYPICAL PRIVATE EQUITY FIRM
CGF Holdings partners exclusively with family offices. The firm is built for the family office investor by family office investors.
Each transaction is capitalized independently which allows our Limited Partners to more appropriately assess the merits of every project.
We are not built like a traditional private equity firm, and that is on purpose.
The CGF leadership and advisor teams have successful track records working side by side with operating partners to grow and scale successful companies.
We have no arbitrary shot clock to deploy or recycle capital under a predetermined schedule. We believe this promotes greater investment discipline while maximizing project level returns.
Each transaction has co-invest opportunities where Limited Partners can deploy capital.
CGF Holdings expects to invest internal capital alongside our Limited Partners in every transaction. Our investment decisions are directly aligned and we will have skin in the game.
We are not built like a traditional private equity firm, and that is on purpose.
INVESTMENT PROCESS
A research-driven approach is utilized to underwrite transactions. Our process is supported by extensive industry and company specific modeling with emphasis on discounted cash flows (DCF), return on invested capital (ROIC), and compounding wealth creation.
Provided for illustrative purposes only. This page shows a simplified presentation of a complex process – CGF Holdings’ investment process and the characteristics of an investment will vary at times, and no guarantee is made that investments will have the characteristics included herein.
THINGS WE VALUE
- Owner operated businesses
- Meaningful secular tailwinds
- Company specific growth drivers
- Strong customer proposition
- Durable competitive moats
- Solid margin architecture
- Compelling returns on capital
- High recurring revenue growth
PARTNERSHIP
CGF Holdings has a flexible investment mandate which allows us to optimize liquidity structures for founders while pursuing our investment goals.
Strong partnership is foundational to CGF Holdings' investment approach. We seek to collaborate with outstanding entrepreneurs and management teams to help the business we invest in grow.
We seek to execute both growth equity and buyout transactions depending on needs of the founders.
We believe our culture of collaboration, creativity, and strong work ethic helps our business partners achieve critical performance milestones.
Extensive business experience across a myriad of industry verticals provide critical board level expertise with the goal of maximizing outcomes for both business operators and investors.
INVESTMENT PROCESS
A research-driven approach is utilized to underwrite transactions. Our process is supported by extensive industry and company specific modeling with emphasis on discounted cash flows (DCF), return on invested capital (ROIC), and compounding wealth creation.
Provided for illustrative purposes only. This page shows a simplified presentation of a complex process – CGF Holdings’ investment process and the characteristics of an investment will vary at times, and no guarantee is made that investments will have the characteristics included herein.
INVESTMENT PROCESS
- Owner operated businesses
- Meaningful secular tailwinds
- Company specific growth drivers
- Strong customer proposition
- Durable competitive moats
- Solid margin architecture
- Compelling returns on capital
- High recurring revenue growth
LEADERSHIP TEAM
Joey Grant
Managing Partner
Rich Frankenberg
Managing Partner
Kendall Thurlow
Partner – Director of Portfolio Operations
Kelly Fisher
Controller
Tom Grant
Co-Chairman/Advisor
Greyson Clymer
Co-Chairman/Advisor
ADVISORS
Bill Grant
Partner – Strategic Advisor
Bob Grant
Partner – Strategic Advisor
Eric Hazen
Strategic Advisor
Andy Martin
Strategic Advisor
PORTFOLIO LEADERSHIP
Jack Euston
Fountain Health Ventures
Trevor Robinson
President – Edgehill Franchise Holdings
PORTFOLIO
Through disciplined investment practices and a hands-on approach, CGF Holdings has successfully driven significant returns and sustainable growth, solidifying its reputation as a trusted partner in the family office investment space.
City Wide Facility SolutionsEquity Raise
City Wide Facility Solutions is a premier provider of comprehensive facility management services, dedicated to delivering top-notch solutions tailored to meet the unique needs of each client. Service offerings include managing janitorial and 20+ additional services.
High Point BrandsEquity Raise
High Point is dedicated to creating and nurturing scalable businesses that serve both local communities and broader markets. With years of experience and a passion for innovation, we focus on developing B2B and B2C businesses that are sustainable, profitable, and impactful.
ServiamEquity Raise
Serviam is operationalizing value-added services that impact Senior Living Communities. Within Serviam are three key business units. The value based care alliance anchors the group with long-term care pharmacy and full-service diagnostic lab services rounding out the offerings.
GIVING
In partnership with the Clymer Giving Fund, CGF Holdings takes a significant portion of all fees earned and donates those profits to charities specifically chosen by each individual investor. While this reduces fees earned by the CGF Holdings management team, the structure in no way diminishes returns for our investors. We believe this vehicle provides the best mechanism by which CGF Holdings and the Clymer Giving Fund can invest back into the communities we and our stakeholders serve.
Charitable giving is an integral part of CGF Holdings' culture.
